Adero Partners’s Palo Alto Networks PANW Stock Holding History

Adero Partners’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$266K	Buy	1,556 +64	+4%	+$11.8K	0.02%	195
2024 Q4	$271K	Sell	1,492 -276	-16%	-$52.1K	0.02%	184
2024 Q3	$302K	Buy	1,768 +32	+2%	+$5.39K	0.02%	172
2024 Q2	$294K	Buy	1,736 +102	+6%	+$15.3K	0.02%	164
2024 Q1	$232K	Buy	1,634 +20	+1%	+$3.15K	0.02%	175
2023 Q4	$238K	Buy	+1,614	New	+$216K	0.02%	167
2022 Q3	–	Sell	-10,410	Closed	-$856K	–	161
2022 Q2	$856K	Sell	10,410 -1,932	-16%	-$171K	0.12%	71
2022 Q1	$1.28M	Sell	12,342 -1,314	-10%	-$118K	0.19%	55
2021 Q4	$1.27M	Buy	13,656 +11,010	+416%	+$952K	0.21%	56
2021 Q3	$211K	Buy	+2,646	New	+$186K	0.04%	135

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adero Partners's PANW Position: Q1 2025 in Review

Adero Partners increased its Palo Alto Networks (PANW) stake by 4.3% in Q1 2025, buying an estimated $11.8K and bringing the position to 1,556 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #195.

Adero Partners first reported a position in PANW in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.28M in Q1 2022. 2,257 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

Adero Partners held 1,556 shares of Palo Alto Networks worth $266K as of Q1 2025.
Adero Partners bought 64 Palo Alto Networks shares in Q1 2025, an estimated $11.8K.
Palo Alto Networks made up 0.02% of Adero Partners's portfolio in Q1 2025, its #195 holding.
Adero Partners first reported a position in Palo Alto Networks in Q3 2021 and has held it in 10 quarters since.
Adero Partners's Palo Alto Networks position peaked at $1.28M in Q1 2022.
2,257 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.